- Guardian Life (Sacramento, CA)
- …and knowledgeable individual for the position of Multi-Life Disability and Life Internal Wholesaler . As part of our dynamic sales team, you will play a crucial ... existing customers. + Regarding our inforce block of business, the internal wholesaler will assist with communication between account managers, the producer, the… more
- BlackRock (San Francisco, CA)
- …develop, partner on and own client relationships. **Market Sales Partner (Internal Wholesaler ):** This role partners with our Market Leader/External Wholesaler ... to build relationships with clients in an assigned territory and drive sales through multiple channels, including RIAs, Wirehouses and Independent Broker Dealers. The Market Sales Partner will deliver expertise to Financial Advisors, collaborate with other… more
- T. Rowe Price (San Francisco, CA)
- …consider this exciting career opportunity with our organization! As an Internal Wholesaler /Intermediary Sales Consultant, you will serve as a key sales and ... relationship partner, collaborating closely with our external sales professionals to strategically develop your assigned territory. In this dynamic role, you will: + Build and manage relationships with a targeted audience of financial advisors. + Collaborate… more
- Wellington (San Francisco, CA)
- …+ Bachelors degree + 7-10 years of demonstrated success in external sales with financial advisors and wire houses + Proven background in asset management and ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in… more
- BlackRock (San Francisco, CA)
- …+ Execute the alternative sales campaign strategy. Serve as central point of contact and key representative from distribution to senior stakeholders and portfolio ... **About this role** BlackRock USWA Alts Sales is a specialized sales force that covers all channels, geographies and Alternatives products in partnership with the generalist relationship managers in US Wealth Advisory. The group has exceptional access to the… more
- Athene (CA)
- …and Experience: + 10 years' prior wholesaling experience. + Knowledge of Fixed Indexed and Registered-Indexed Linked Annuity Marketplace. + Life & Health License and ... We are driven to do more. More for our customers and the financial professionals who offer our products. If you are driven to do more and love the challenge of pursuing more, Athene is your kind of company. You will find we offer more than the basics to create… more
- Anheuser-Busch (Van Nuys, CA)
- …accounts in order to gain growth in a competitive segment. + Work closely with wholesaler and local field sales personnel to align with ABI big bets, increase FMWB ... Utilize a proven track record of multi-state account management while developing Wholesaler plans and budgets, prepare and present business reviews, and communicate… more
- Hand Family Companies (City Of Industry, CA)
- …support, and teardown. + Ensure compliance with all legal guidelines, Wholesaler Equity Agreement and Sunset Distributing. Qualifications + High school diploma ... Highly motivated, detail-oriented, and flexible with evening/weekend availability. + Must meet Wholesaler Equity Agreement Certification requirements in required… more
- Southern Glazer's Wine and Spirits (Cerritos, CA)
- …efforts of sales reps, district managers, and key account specialists within the wholesaler + Lead all parts of the sales process including targeting appropriate ... execution in the market + Provide detailed tracking reports of wholesaler performance against agreed-to supplier objectives + Develop key account relationships… more
- Covr Financial Technologies (San Francisco, CA)
- …to financial advisors and serves as a hybrid role between both an External Wholesaler and Internal Wholesaler position. This role is responsible for managing and ... building insurance sales within a territory of financial advisors. Advisors are from various types of firms; including broker-dealers, banks, advisory firms and other financial institutions. Expected to be highly driven, courteous, responsive, and professional… more